Simplicity Wealth,Llc Dimensional ETF Tr Core Fxd In Transaction History
Simplicity Wealth,Llc
- $461 Million
- Q4 2024
A detailed history of Simplicity Wealth,Llc transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Simplicity Wealth,Llc holds 27,272 shares of DFCF stock, worth $1.15 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
27,272
Previous 27,764
1.77%
Holding current value
$1.15 Million
Previous $1.2 Million
6.01%
% of portfolio
0.24%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFCF
# of Institutions
403Shares Held
3.56BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$145 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$486 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$468 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$125 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio